Retirement Nestegg Report – July 2010
Here is my monthly nestegg report.
Traditional Rollover IRA – $11,377.09 (+5.42%)
My Roth IRA – $35,095.10 (+5.61%)
Wife Roth IRA – $19,764.27 (+5.80%)
Current Traditional 401k – $65,220.90 (+9.30%)
Roth/Traditional % = 41.73 % (tax free)
Total Retirement Nest Egg $131,457.36 (+7.42%)
Monthly Contributions $605.84 (401k)
SPY Performance +6.90%
My Monthly Investment Performance +6.93 % (+0.03%)
My Monthly Individual Stocks Performance +5.63 % (-1.27%)